Personal Banker Silicon Central

Wells Fargo Bank•Santa Clara, CA

2d•Onsite

About The Position

Wells Fargo is seeking an Associate Personal Banker (SAFE) to join its National Branch. This frontline role builds customer relationships through in-branch interactions, scheduled conversations, and proactive outreach. The banker learns about customers’ goals and connects them with banking products, services, and digital tools to help them manage their finances. The role supports account openings, service requests, and credit applications while partnering with branch teammates to provide a consistent, high-quality customer experience. Success requires strong relationship-building skills, sound judgment, and the ability to balance customer service with growth. Wells Fargo provides training and coaching to support long-term career growth and mobility. The position supports everyday banking needs, including cash handling and teller-line transactions, while maintaining compliance and operational standards. The banker uses digital tools to enhance customer experiences, applies defined risk controls, and coordinates handoffs to licensed bankers or other specialists when appropriate. The schedule includes Saturdays, and the role may flex between cash handling and customer banking activities, with emphasis on account openings and ongoing account support. SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply. This position is not eligible for visa sponsorship. The listed base pay range is $23.00–$31.00 per hour, varying based on factors such as prior performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities. Eligible employees may receive a comprehensive benefits package.

Requirements

At least 6 months of experience interacting with customers, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
Ability to work a schedule that includes Saturdays.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
The position is not eligible for visa sponsorship.

Nice To Haves

Prior experience in financial services or a highly regulated, customer-facing role, with comfort following structured processes and meeting accuracy and service expectations.
Experience building trust-based customer relationships through active listening, follow-up, and consistent engagement.
Comfort initiating outreach by calls, emails, or other channels to strengthen relationships and identify opportunities to support customer needs.
Comfort with digital tools and technology, ability to learn new systems quickly, and confidence guiding customers in adopting useful banking capabilities.
Ability to identify customer needs and connect customers to appropriate solutions, including referrals when additional expertise is needed.
Ability to collaborate with teammates and partners to resolve customer needs and deliver a seamless experience.
Ability to follow policies and regulations while identifying and escalating risk concerns.

Responsibilities

Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement.
Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions.
Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals.
Support everyday banking needs, including new account openings, service requests, and credit applications.
Perform cash handling and teller-line activities, accurately processing transactions while maintaining compliance and operational standards.
Use and adopt digital tools and technologies to enhance customer experiences and support evolving banking needs.
Deliver accurate, compliant service while exercising sound judgment within defined risk controls.
Collaborate with branch teammates and coordinate handoffs to licensed bankers or other specialists so customers are connected to the appropriate expertise.
Flex between cash handling and customer banking activities, including account openings and ongoing account support.
Follow applicable risk and compliance policies and procedures, escalate and remediate issues in a timely and effective manner, and make sound risk decisions.